INTERNAL REVENUE SERVICE
October 12, 2001
Director, EP Examinations
Director, EP Rulings & Agreements
Director, EP Customer Education & Outreach
Director, Employee Plans /s/ Carol D. Gold
(Tax Exempts and Government Entities Division) T:EP
FY 2002 Employee Plans Work Plan
This memorandum transmits the approved FY 2002 Program Guidance for
implementing the EP portion of the TE/GE Strategic and Program Plans. The work
plan was developed jointly by representatives from each of your offices. I want to
personally thank all of those on your staff who contributed to the development of
As is more fully described in Attachment I, the Plan is structured to align to the
budget and program activity codes in the TE/GE Strategic and Program Plans.
There are attachments for each Business Segment following this structure as well as
ones for “Other Operational” items and Training. We will reassess the Plan at mid-
year to determine if adjustments should be made because of the volume and timing
of the GUST determination receipts.
A copy of this document will be placed on the EP Intranet website under the EP
Director homepage. A copy will also be placed on the IRS Internet website at
www.irs.gov/ep. An Executive Summary has been included to provide employees
with a brief overview of the program priorities for Customer Education & Outreach,
Rulings & Agreements and Examinations. While the work plan provides more
detailed guidance than most 1st line managers and employees need, the Executive
Summary should at least be shared with them.
This year, unlike FY 2001, work plans were developed for each of the Area Offices,
the Washington Post of Duty (WPOD) and the three Key Processes (CE&O,
Examinations and Rulings & Agreement – Ohio). However, only the national EP
work plan (Form 5440) is attached.
Training should be delivered consistent with the national training plan. Advance
approval is requi